How to use the Customer complaint log template

Start a board from it
Use this template opens a new Freero board with the Customer complaint log template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Customer complaint log”.
Follow the instruction on the board
“Log it the day it arrives, even if solved on the spot. Once a month, count by category and fix the top one at its source.”
Fill in each part
- Table Columns: Date · Channel · Complaint · Category · How we put it right · Days to close
- This month’s theme The category that came up most.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Customer complaint log board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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Peak trading staffing plan
Match staff hours to the busiest days of a peak season, slot by slot, and see the gaps before the rush rather than during it.
Shrinkage review
Break down where stock goes missing, from theft to admin errors and waste, and agree the fixes that cut losses most.
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Write down how your team handles a common kind of ticket: how to spot it, what to ask, what to do and when to hand it on.
Invoice chasing board
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